New Hampshire Bankers Association Insurance Trust — Form 5500 plan (New Hampshire Bankers Association Insurance Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New Hampshire Bankers Association Insurance Trust is a benefit plan reported by New Hampshire Bankers Association Insurance Trust under EIN 02-6005138 and plan number 501. The latest loaded filing year is 2023. The filing reports 741 participants and $848,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Hampshire Bankers Association Insurance Trust
- EIN
- 02-6005138
- Plan number
- 501
- Plan type
- 3
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 741
- End-of-year plan assets
- $848,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 741 | H, C | 20240718105848NAL0003348499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $848,132
- Total liabilities (EOY)
- $772,892
- Net assets (EOY)
- $75,240
- Net assets (BOY)
- $553,398
Income & contributions
- Employer contributions
- $8,318,044
- Participant contributions
- $121,143
- Total contributions
- $8,439,187
- Total income / additions
- $8,474,963
Expenses & distributions
- Benefits paid
- $8,598,634
- Administrative expenses
- $354,487
- Total expenses
- $8,953,121
- Net increase / (decrease)
- -$478,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Richards Group | CONSULTANT | $85,225 | $0 | 2023 |
| Matthew Thornton Health Plan, Inc. | CONTRACT ADMINISTRATOR | $68,521 | $0 | 2023 |
| Nh Bankers Services | COMMON MANAGEMENT | $10,217 | $32,734 | 2023 |
| Wipfli, Llp | INDEPENDENT AUDITOR | $39,510 | $0 | 2023 |
| Bernstein Shur | LEGAL SERVICES | $35,218 | $0 | 2023 |
| Usi | CONSULTANT | $31,410 | $0 | 2023 |
| Mason & Rich, P.A. | ACCOUNTING | $14,015 | $0 | 2023 |
| Mdx Medical Inc Dba Sapphire Digl | TECHNOLOGY | $13,453 | $0 | 2023 |
| Bswift Admin | RECORDKEEPING | $10,258 | $0 | 2023 |
| Ebm | RECORDKEEPING | $7,451 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Hampshire Bankers Association Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Concord, NH
- The Richards Group — Schedule C compensation
- Matthew Thornton Health Plan, Inc. — Schedule C compensation
- Nh Bankers Services — Schedule C compensation
- Wipfli, Llp — Schedule C compensation
- Bernstein Shur — Schedule C compensation
- Usi — Schedule C compensation
- Mason & Rich, P.A. — Schedule C compensation
- Mdx Medical Inc Dba Sapphire Digl — Schedule C compensation
- Bswift Admin — Schedule C compensation
- Ebm — Schedule C compensation